The Defined Contribution Institute is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. The only group of its kind, the DC Institute was engendered by plan sponsors who called for a collegial membership of their peers; one in which leading asset management firms and DC providers could work together with those executives responsible for their company’s retirement plans to design solutions for the biggest challenges facing employees and retirees.
Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans through expert-led panel discussions and peer-led roundtable sessions as well as customized research.
We hope you'll join us for an event in 2025 as we continue this new era of gold standard events for North America's DC Plans.
The Defined Contribution Institute was created to serve DC plan sponsors, and we rely upon an Advisory Board of plan sponsors to help conceptualize and guide each event’s agenda. We sincerely thank this year’s Advisory Board as well as everyone who has provided — and will continue to provide — input to ensure that the topics we are addressing are current, practical, and pertinent.
Jaime Erickson, Director, Retirement Plans (US & Puerto Rico), Abbott Laboratories
Hank Levy, Treasurer-Tax Collector/Plan Trustee, Alemda County
Liz Kindseth, Director, Retirement Benefits, Allied Universal
Bill Bercek, Manager Global Retirement & Investments, Amazon
Paul Visconti, VP - People & Organization Operations, Avangrid
Demi Hannon, Vice President BoD Employee Community Fund, Boeing
Sandy Blair, Administrator, California Savings Plus
Vicky Erwin, Senior Investment Director, Pensions and benefits, Eli Lilly & Co.
Chip Weule, Chief Benefits Officer, Fire and Police Association of Colorado
Kyle Cotrufello, Benefits Program Manager, US Benefits, Google
Roger Paschke, Chief Investment Officer, Hearst Corporation
Karen Alsup, Officer, Senior Managing Director Institutional Investments, Hearst Corporation
Josh Newmister, CFA, Treasury Director - Retirement Investments, Intel
Diana Winalski, Deputy Chief Investment Officer, International Paper Company
Beth Pattillo, PHR, SHRM-CP, Director, Retirement Programs, Leidos
Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin
Dan Salemi, Partner, Employee Benefits, Labor & Employment Practice Groups, Morgan, Lewis & Bockius
Steve McCaffrey, Senior Counsel, National Grid USA
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Monica Centers, Manager of Retirement, Southwest
Rob Boehmer, Executive Officer, State of Nevade Public Employees' Deferred Compensation Program
Debra Roberts, Chief Financial Officer, University of Baltimore Foundation
Tim Kohn, Principal Benefits Analyst, Whole Foods Market
Alight Solutions
AllianceBernstein [AB]
Allspring Global Investments
BlackRock
Cambridge Associates
Capital Group | American Funds
Columbia Threadneedle
Edelman Financial Engines
Fidelity
Goldman Sachs Asset Management
Graystone Consulting from Morgan Stanley
Invesco
J.P. Morgan Asset Management
Mercer
Natixis Investment Managers
Pacific Life
Principal Asset Management
Securian Financial Group
Schroders
State Street Global Advisors
T. Rowe Price
TIAA/Nuveen
Vanguard
Supporting members please contact:
Hannah Quapp
Client Services Director
+1 212 224 3944
hannah.quapp@institutionalinvestor.com
Plan sponsors please contact:
Marissa Sasso
Investor Relations Manager
+1 212 224 3305
marissa.sasso@institutionalinvestor.com
For general inquiries please contact:
Jerry Xia
Director
+1 212 224 3939
jerry.xia@institutionalinvestor.com